EP.24 [EN] - Ben&Jae: On Jenny DAO And The Game Theory In The NFT Fractionalization Protocols / 聊聊Jenny DAO 与NFT碎片化协议中的博弈 51% With Mable Jiang, Presented By Multicoin Capital podcast

4:06

Hey guys! You’re listening to the 60th episode, which is also the last episode of 51%. I’m sunsetting this show and launching a brand new podcast brand, HODLong (which is homophonic to 后浪, or “next wave” in Mandarin). In the new podcast brand, I’ll continue to shed light to the Asia-based Web3 world, but will expand my interviewees to the broader Web3 community, whether that being operators, investors, or ecosystem participants of other forms. Some of my friends would also join me as co-hosts in some episodes. It was an amazing journey to have done the 60 episodes of 51%, and I wouldn’t be able to advance the production without your feedback and suggestion. In the future production of HODLong, I would very much appreciate your continuous feedback. The subscription link to HODLong is in the show notes - Can’t wait to see you guys on the other side! 大家好！在陪伴大家走过了过去一年多之际，即日起五十一说将退役，我将成立一个全新的播客品牌《后浪》（与英文中的“Hodl long” 谐音）。在新的播客品牌里，我将持续对于亚洲的 Web3 世界投以关注，但《后浪》的受访人群体将会是更广范围的 Web3 社区运营者、投资人、和其他各种生态参与者。我也会邀请一些朋友作为联合主持在部分节目里出现。过去的六十期五十一说的成长，离不开所有听众的持续反馈和建议。在《后浪》品牌的制作中，也十分希望大家能持续给予反馈。《后浪》的订阅链接在本期节目的节目笔记中，非常期待在新的节目里见到大家！ Subscription link to HODLong: Simplecast: https://hodlong-hou-lang.simplecast.com Apple Podcast: https://podcasts.apple.com/us/podcast/hodlong-%E5%90%8E%E6%B5%AA/id1622341355 Xiao Yu Zhou: https://www.xiaoyuzhoufm.com/podcast/62735d9aa679bbb043f60ae3?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 RSS Feed: https://feeds.simplecast.com/lnmJvIXR 《后浪》订阅链接： Simplecast: https://hodlong-hou-lang.simplecast.com 苹果播客: https://podcasts.apple.com/us/podcast/hodlong-%E5%90%8E%E6%B5%AA/id1622341355 小宇宙： https://www.xiaoyuzhoufm.com/podcast/62735d9aa679bbb043f60ae3?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 RSS Feed: https://feeds.simplecast.com/lnmJvIXR…

51% with Mable Jiang, Presented by Multicoin Capital

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EP.58 [CN] - 从Uncommon Core 最近一期播客展开来 / A Discussion around the Latest Episode of the Uncommon Core 1:11:09

3 years之前1:11:09

1:11:09

这是又一期吹水播客。这一期里我和Harry坐下来聊了聊关于Uncommon Core 最新的一期播客里面一些有意思的点，还有一些其他漫谈。 This is another episode of chit chat. In this episode, Harry and I sat down and chatted about the interesting points occurred in the latest episode of Uncommon Core. We also covered some other topics.

51% with Mable Jiang, Presented by Multicoin Capital

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EP.57 [CN] - Will Wang: 和 BAI Capital 聊聊互联网、Web3 与价值 / Talk about the Internet, Web3, and their value with BAI Capital 1:10:41

3 years之前1:10:41

1:10:41

BAI Capital的合伙人Will Wang 在本期分享了他们从十年前开始投资互联网起，对于“程序”与“协议”的价值理解，以及他们今天针对Web3 网络价值的一些兴奋点。他基于过去的经验，比较了互联网时代与Web3时代的一些逻辑异同。推特 : @jpejpejpe18 网站: www.bai-cap.com BAI Demo Day 链接：https://www.surveymonkey.com/r/2RDN7H3 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode, Will Wang, Partner at BAI Capital, shared with us their insights about the value of "programs" and "protocols" since a decade ago when they started to invest in the Internet. He also explained what Web3 networks excites BAI Capital today. With his ample investment experience in the past, he compared and contrasted the mentality of the Internet era and that of the Web3 era. Twitter : @jpejpejpe18 Website : www.bai-cap.com Link to BAI Demo Day: https://www.surveymonkey.com/r/2RDN7H3 For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.56 [EN] - Justin Kan & David Wurtz: the Fractal NFT Marketplace and its Meta-game / Fractal NFT 交易市场和它的“超级游戏” 46:03

3 years之前46:03

46:03

At the beginning of the episode, David and Justin touched upon their backgrounds (Twitch, Shopify, etc.,), and how those experience impacted their view on the direction of Fractal. They mentioned a couple ways how they think Fractal should be serving the game developers and engaging the platform users. We also compared the game developers in the traditional gaming studios versus web3 native game developers. We spent some time to discuss the role of Fractal NFT in terms of defining Fractal as a "meta-game", and how they expect the NFT could incentivize users to have active interaction with games on the platform. We also talked about the feedback loop of mini-games versus big triple A games, and how they expect the two types of games to play out. Furthermore, we chatted about the question of community governance for games and for Fractal. It was refreshing to hear these insights from the veterans of the web era! Twitter : @fractalwagmi / @justinkan / @davidwurtz Website : https://www.fractal.is/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集的开头，David 和 Justin 谈到了他们的背景（Twitch、Shopify 等），以及这些经历如何影响他们对 Fractal 未来发展方向的看法。他们提到了他们认为 Fractal 应该如何服务于游戏开发者和与平台用户交互的几种方式。我们还比较了传统游戏工作室的游戏开发者和 web3 的原生游戏开发者。我们花了一些时间讨论了 Fractal NFT 在将 Fractal 定义为“超级游戏”方面的作用，以及他们期望该 NFT 如何激励用户与平台上的游戏进行积极互动。我们还讨论了迷你游戏与大型 3A 游戏的反馈循环，以及他们认为这两种游戏未来的发展。此外，我们还谈到了对于游戏和对于Fractal而言的社区治理问题。从这些互联网老兵听到这些见解令人耳目一新！推特 : @fractalwagmi / @justinkan / @davidwurtz 网站: https://www.fractal.is/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.55 [CN] - Miao: 谈Superfluid 的可组合可编程流支付 / The Composable and Programmable Stream Payment of Superfluid 50:05

3 years之前50:05

50:05

Miao 是 Superfluid 的联合创始人兼 CTO。他在本期伍拾壹说里介绍了 Superfluid 的团队，Superfluid 的愿景和使命，以及 Superfluid 在技术上是如何实现的。我们谈到了 Superfluid 作为通证化流支付渠道的可组合性和可编程性的优越性。此外，他还讨论了 Superfluid 的多链和跨链路线图。最后，我们聊了一些 Superfluid 现有和潜在的用例。推特 : @Superfluid_HQ 网站: https://www.superfluid.finance/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Miao is the cofounder and CTO of Superfluid. He joined us to introduce the team at Superfluid, Superfluid 's vision and mission, and how Superfluid worked technically. We talked about the superiority of Superfluid's composability and programmability as a tokenized stream payment channel. Furthermore, he discussed the multi-chain and crosschain roadmap of Superfluid. At the end, we chatted about some of the existing and potential use cases of Superfluid. Twitter : @Superfluid_HQ Website : https://www.superfluid.finance/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

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EP.54 [EN] - Felix Sim: Empowering Guilds with Salad Academy and GuildOS / 用 Salad Academy 与 GuildOS 为工会赋能 1:09:47

3 years之前1:09:47

1:09:47

At the beginning of this episode, Felix told us about his background and his experience running a guild (which now is named Apollo Squad), and how those experience led to today's Salad Ventures. He introduced the three pillars of Salad Ventures: GuildOS, Salad Academy, and Apollo Squad. He then explained to us what Salad Academy and GuildOS are, and the growth loop among the three pillars. We discussed what he thought the guild managers and players were optimizing for, and how Salad Ventures tried to better serve them. At the end we also discussed the open question about the future of "Play to Earn". Twitter : @SaladVentures / @felixsim Website : https://www.salad.ventures/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集的开头，Felix 向我们讲述了他的背景和他经营公会（现在被命名为 Apollo Squad）的经历，以及这些经历如何促成了今天的 Salad Ventures。他介绍了 Salad Ventures 的三大组成部分：GuildOS、Salad Academy 和 Apollo Squad。然后他向我们解释了Salad Academy和 GuildOS 是什么，以及Salad Ventures的三大组成部分之间的增长循环。我们讨论了他认为公会经理和玩家尽可能优化的目标，以及Salad Ventures如何试图更好地为他们服务。最后，我们还开放地讨论了关于“Play to Earn”未来何去何从的问题。推特 : @SaladVentures / @felixsim 网站: https://www.salad.ventures/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

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EP.53 [EN] - Cindy & David: Making Drift a most-trader-friendly on-chain derivatives trading venue / 将Drift建造成最交易者友好的链上衍生品交易所 55:29

3 years之前55:29

55:29

In this episode, Cindy and David talked about how Drift's Dynamic vAMM and their recently launched Decentralized Limit Order Book (which uses a keeper network that executes queued trades against the DAMM) work. They discussed their consideration for assets that Drift chooses to support. They also shared some milestones that Drift achieved over the past few months, and how they think about their GTM strategies, including their multi-chain strategy. Specifically, they discussed the products they'd like to support down the road, and explained why they prioritize certain products / markets over the others. At the end we chatted about some challenges they have encountered running a decentralized exchange. The discussion was a lot of fun. You should also definitely try out their new product! Twitter : @DriftProtocol / @cindyleowtt / @davijlu Website : https://www.drift.trade/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集中，Cindy 和 David 谈到了 Drift 的动态 vAMM 和他们最近推出的去中心化限价订单簿（它使用一个守望者网络，针对 DAMM 执行交易队列）是如何工作的。他们讨论了对 Drift 选择支持的市场/交易资产的考虑。他们还分享了 Drift 在过去几个月中取得的一些里程碑，以及他们如何看待他们走向市场/获客的策略，包括他们的多链战略。他们讨论了他们希望支持的产品，并解释了为什么他们优先考虑某些产品/交易对而不是其他产品。最后，我们聊了聊他们在运行去中心化交易所时遇到的一些挑战。本讨论很有意思。在听节目的你一定要试试他们的新产品！推特 : @DriftProtocol / @cindyleowtt / @davijlu 网站: https://www.drift.trade/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

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EP.52 [EN] - 0xOdia: Solend as a Developer-powering Lending Protocol / Solend: 一个致力于服务开发者的借贷协议 43:37

3 years之前43:37

43:37

Solend is one of the leading lending protocols on Solana. In this episode 0xOdia shared with us their vision and mission as a DeFi primitive, including powering more developers to build on top of Solend. We also chatted about their product strategy (such as the selection of the assets), partnerships and GTM strategy. You'll also hear about some fun pros and cons of being an anonymous team. It was a very chilled conversation to have on a Friday! Twitter : @solendprotocol / @0xodia Website : https://solend.fi/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. Solend 是 Solana 上领先的借贷协议之一。在这一集中，0xOdia 与我们分享了他们作为 DeFi 原语的愿景和使命，包括支持更多开发人员在 Solend 之上进行开发。我们还聊了聊他们的产品策略（比如资产的选择）、合作伙伴和市场触达策略。您还会听到作为匿名团队开发的一些有趣的利弊。这是一场在周五进行的一次非常轻松愉快的谈话！推特 : @solendprotocol / @0xodia 网站: https://solend.fi/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

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EP.51 [EN] - Ryan Li: Building a User-centric and Self-sovereign Social Graph Cyberconnect 50:22

3 years之前50:22

50:22

Ryan Li joined this episode as the CTO and cofounder of Cyberconnect. He and the CEO Wilson Wei and COO Shiyu Zhang used to be the cofounders of DLive and Lino blockchain. We kicked off the discussion with some review on things that he thought they did right and wrong 3 years ago when they were building DLive (the Web3 Twitch), and how those experience helped them today on Cyberconnect. We then went into the details of Cyberconnect's technical infrastructure; particularly how they're leveraging Ceramic, a decentralized mutable database as their building block, and how Cyberconnect as a user-centric decentralized indexing protocol is different from some of the contract-centric decentralized indexing protocols. We also talked about some of the potential challenges that Ceramic as an brand-new network could face, and how the Cyberconnect team is working hand-in-hand with Ceramic to improve on those things. Ryan also explained their approach of "progressive decentralization" to mitigate some of the short-term difficulties in network scalability or stability, with the acknowledgement of the potential points of failures in these workarounds. At the end we talked about the exciting use cases of Cyberconnect. Twitter : @CyberConnectHQ / @ryanli_me Website : https://cyberconnect.me/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. Ryan Li 作为 Cyberconnect 的 CTO 和联合创始人加入了这一集。他和 CEO Wilson Wei 和 COO Shiyu Zhang 曾是 DLive 和 Lino 区块链的联合创始人。我们回顾了 3 年前他们在做 DLive（Web3 Twitch）时Ryan觉得他们做对和做错的事情，并讨论了这些经验如何帮助他们在今天搭建Cyberconnect 。然后我们详细讨论了 Cyberconnect 的技术基础设施；特别是他们如何利用去中心化可变数据库 Ceramic作为基础，以及 Cyberconnect 作为围绕用户为中心的去中心化索引协议，与某些围绕合约为中心的去中心化索引协议有何不同。我们还谈到了 Ceramic 作为一个全新网络可能面临的一些潜在挑战，以及 Cyberconnect 团队如何与 Ceramic 携手改进这些事情。 Ryan 还解释了他们的“渐进式去中心化”方法，以缓解一些短期的扩容和稳定性问题，并列出了这些解决方案的潜在失败点。最后，我们谈到了 Cyberconnect 令人兴奋的用例。推特 : @CyberConnectHQ / @ryanli_me 网站: https://cyberconnect.me/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.50 [CN] - Yawn, Jerry & Jason: Move2Earn 应用 STEPN 的爆款之路 / the Move2Earn Application StepN's Path towards Mass Adoption 1:14:31

3 years之前1:14:31

1:14:31

在这一集中，我们邀请了三位嘉宾：STEPN 的联合创始人 Yawn & Jerry，以及STEPN 种子轮的领投方 Folius Ventures 的创始人 Jason。我们开始讨论为什么作为连续创业者的 Yawn 和 Jerry 决定尝试 Move2Earn 的创业想法。他们三人还讨论了他们为什么认为 STEPN 团队最有可能做出具有大规模采用潜力的生活方式和社交的应用。联合创始人们分享了他们对团队管理和流量增长的一些关键见解。然后，我们将讨论的重点转移到了 Web3 游戏的经济设计上。创始人们还分享了他们早期的创业经历。这是我在伍拾壹说里主持过的最有深度的聊天之一。推特 : @Stepnofficial 网站: https://stepn.com/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode we hosted three guests: Yawn & Jerry, the cofounders of STEPN, and Jason, the founder of Folius Ventures and a lead investor in the seed round of STEPN. We started the discussion with why Yawn and Jerry, both as serial entrepreneurs, decided to go after the start-up idea of Move2Earn. Three of them also discussed their view on why they believe that the team at STEPN best suits to deliver a lifestyle and social application with a huge potential of mass adoption. The cofounders shared some of their key insights of team management and traction boostrapping. We then shifted our focus of discussion to the economics design in Web3 games. They also shared their early entrepreneurial experience. It's one of the most insightful chats that I ever had at 51%. Twitter : @Stepnofficial Website : https://stepn.com/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.49 [CN] - 2211 & 0x128: Eyesfi & SphinxUP 如何赋能非应用类NFT藏家与艺术家 / Empowering the non-utility NFT Connoisseurs and Artists with Eyesfi & SphinxUP 1:08:23

3 years之前1:08:23

1:08:23

2211 和 0x128 是 Eyesfi 和 SphinxUp 的核心贡献者，这是一套旨在更好地满足 NFT 鉴赏家和艺术家需求的工具套件。这一集真的很令人兴奋，因为从这个对话中我第一次了解到为什么人们对生成艺术产生浓厚的兴趣。我们首先谈到了他们是如何开始对收藏产生兴趣的。然后深入探讨了生成艺术。作为收藏家，他们解释了迄今为止艺术家和鉴赏家尚未满足的需求，以及 Eyesfi 和 SphinxUp 如何努力更好地满足这些需求。我们还讨论了NFT交易和收藏市场的现状。推特 : @SphinxUp / @eyesfi_com 网站: https://www.eyesfi.com/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 2211 and 0x128 are the core contributors of Eyesfi and SphinxUP, a suite of toolkits that aims to better serve the need of NFT connoisseurs and artists. This episode is a truly exciting one because for the first time I learned about why people are intrigued by the generative arts. We first talked about how they started their interest in collecting the arts. Then took a deep dive into the generative arts. As collectors, they explained the unmet demand of the artists and connoisseurs as of today, and how Eyesfi and SphinxUP are working to better serve these demands. We also covered discussions around the conditions of the existing marketplaces. Twitter : @SphinxUp / @eyesfi_com Website : https://www.eyesfi.com/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.48 [CN] - George：REALY如何重新定义时尚与生活方式 / How REALY redefines Fashion and Lifestyle 59:43

3 years之前59:43

59:43

在开始 REALY 之前，George 深耕时尚行业。该团队多年来发现了该行业面临的许多挑战，并在 2018 年底决定利用crypto技术来解决一些问题。在这一集中，George 分享了 REALY 如何开始作为发行和交易 1:1 NFT 支持的实体时尚商品的平台，以及他们如何扩展自己以探索虚拟世界中的数字时尚。作为一个从实体商业开始创业的创始人，George 分享了他关于 Web3 组织之间的协作方式与传统行业中的公司的运作方式有何不同的看法。我认为这对目前从事传统业务但试图探索 Web3 潜力的创始人们来说，可能会是有用的一集。推特 : @RealyOfficial 网站: https://realy.pro/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Before starting REALY, George was deep in the fashion industry. The team identified a lot of challenges of the industry over the years, and at the end of 2018 they decided to leverage crypto to solve some of the problems . In this episode George shared how REALY started as a platform that issues and trades 1:1 NFT-backing physical fashion items, and how they expanded themselves to explore the digital fashion in the virtual world. As a founder who started his entrepreneurship from business in the real world, George shared his view on how the collaboration ethos in the Web3 organizations is different from that in the traditional industry. I think this will be a useful episode among the founders who are currently doing the more traditional business but trying to explore the Web3 potentials. Twitter : @RealyOfficial Website : https://realy.pro/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.47 [CN] - Bowen & Harry: 一场隔离期间的Web3 吹水 / A Chit Chat Conversation about Web3 during the Quarantine 1:19:04

3 years之前1:19:04

1:19:04

昨天宝子在他的微信公众号上发布了一篇关于Web3的吐槽文章（也是一篇拖欠已久的）。我们几个决定今天聚在一起录制这个播客并讨论这些流行语：“Web3”、“metaverse”和“DAO”。我们回顾了很多东西，比如 Lino / dLive——Harry 和他的联合创始人曾经致力的东西。我们还谈到了计划投资这个行业的（传统）资金，以及来自传统背景的人才。我们结束谈话在关于 Web3 游戏，它也是让 Bowen 非常兴奋的事情。更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Yesterday Bowen posted a roast article (also a long due one) about Web3 on his WeChat Official Account. We decided to get together today to record this podcast and talk about these buzzwords: "Web3", "metaverse", and "DAO". We reviewed a bunch of things, such as Lino / dLive - something that Harry and his cofounders used to work on. We also talked about the (traditional) money that plans to invest in this industry, and talents coming from the traditional background. We ended our conversation on Web3 gaming, something that Bowen is extremely excited about. For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.46 [EN] - Felix Xu: A Dialogue with an art NFT Collector and a Community Member of Hic Et Nunc / 一场和NFT艺术品收藏家和Hic Et Nunc社区成员的对话 1:02:10

3 years之前1:02:10

1:02:10

As the verticalization of NFT become more obvious, the NFT art circle has also been expanding significantly. Felix in this episode shared with us the how he got started in NFT art collecting and his involvement with Hic Et Nunc (HEN). As a community member of HEN he discussed some of the community governance proposal after the original creator of the platform left. If you're interested in why HEN had a loyal group of artists and community members, you should listen to this episode. Twitter : @felixmxu Hic Et Nunc's Website: https://hicetnunc.art/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 随着 NFT 的垂直化越来越明显，NFT 艺术圈也得到了显着的扩展。 Felix 在这一集中与我们分享了他如何开始 NFT 艺术收藏以及他在 Hic Et Nunc (HEN) 社区的参与。作为 HEN 的社区成员，他讨论了一些HEN的社区治理提案（在平台的初始创建者离开后）。如果您好奇 HEN 拥有一群忠实的艺术家和社区成员的原因，您应该收听这一集。推特: @felixmxu Hic Et Nunc 网站： https://hicetnunc.art/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.45 [EN] - JC: Unique Value Proposition of Qilin as a Permissionleess Decentralized Perpetual Swap / 无准入去中心化永续合约麒麟的独特价值 57:08

3 years之前57:08

57:08

In this chat about Qilin protocol, JC discussed why permissionlessness and volatility are pivotal to decentralized derivatives protocols. He specifically expanded on the aspects of permissionlessness that Qilin enabled. We exchanged some views on certain things that DeFi enabled that CeFi did not. JC took a deep dive on the construction and design of Qilin, and the reason behind certain choices. He shared some of the observations (which they found surprising as well) in their testnet stats. At the end we also talked about the general decentralized derivatives space and their view on the multichain strategy. Twitter : @QilinProtocol Website: https://qilin.fi/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这次关于 Qilin 协议的探讨中，JC 讨论了为什么去中心化衍生品协议的关键是无许可和波动性。他特别强调了了麒麟启用的无许可包括的方面。我们就 DeFi 能做到而 CeFi 不能的某些事情交换了一些看法。 JC 对于麒麟的构造和设计以及某些选择背后的原因进行了深入展开。他基于在他们的测试网统计数据中分享了一些观察结果（一些令他们也感到惊讶的）。最后我们还谈到了一般的去中心化衍生品空间以及他们对多链策略的看法。推特: @QilinProtocol 网站： https://qilin.fi/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.44 [EN] - Dmitriy Berenzon: On the Crosschain Solutions and their Trade-offs / 关于各种跨链解决方案与取舍 56:46

3 years之前56:46

56:46

A few weeks back, Dmitriy wrote an article about the cross-chain bridges. As more activities took off on the EVM chains, Solana and Terra, I invited Dmitriy to talk about the crosschain designs and their trade-offs on 51%. We started off the discussion by a simple question "why cross-chain is important". Then we dived into the different buckets that Dmitriy categorized the different cross-chain solutions into. For the detailed categorization, please read: https://medium.com/1kxnetwork/blockchain-bridges-5db6afac44f8 We also talked about the red ocean competition of all the cross-chain solutions and how can a specific solution stand out. In addition to L1s, we also discussed the future of L2s. Twitter : @dberenzon For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 几周前，Dmitriy 写了一篇关于跨链桥的文章。随着越来越多的活动在 EVM 链、Solana 和 Terra 上展开，我邀请 Dmitriy 谈论跨链设计及其对 51% 的权衡。我们从一个简单的问题“为什么跨链很重要”开始讨论。然后我们深入研究了 Dmitriy 将不同的跨链解决方案归入的不同类别。详细分类请阅读： https://medium.com/1kxnetwork/blockchain-bridges-5db6afac44f8 我们还谈到了所有跨链解决方案的红海竞争，以及一个特定的解决方案如何能脱颖而出。除了 L1，我们还讨论了 L2 的未来。推特: @dberenzon 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.43 [EN] - Thanh Le: Coin98's Journey in the Global Multichain-verse / Coin98 在全球多链宇宙中的旅程 59:43

4 years之前59:43

59:43

In the past 51% never invited anyone from Vietnam to join the episodes. This time we were able to get Thanh Le, the co-founder of Coin98 to talk about the growth and the vision of the project. He started with introducing the product strategy of Coin98 brand. He then talked about why they're applying a multichain strategy, particularly the success with engaging Solana early. We also discussed why Coin98 incubated projects in the Terra and Solana ecosystem. A highlight of this episode is where Thanh talked about his view about DeFi Superapp - a question that I also spent a lot of time thinking. At the end I asked a challenging question of what the ultimate state of the wallet sector is. Let's tune in and listen what Thanh has to say! Twitter : @imlethanh98 / @coin98_wallet / @coin98_labs / @Coin98Analytics Website: https://coin98.com/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在过去，51% 的人从未邀请过任何来自越南的人参与录制。这次我们有机会请到Coin98的联合创始人Thanh Le来谈谈Coin98钱包的成长和愿景。他首先介绍了Coin98品牌的产品策略。然后他谈到了他们为什么要应用多链策略，尤其是早期接入 Solana 所获得的成功。我们还讨论了为什么 Coin98 在 Terra 和 Solana 生态系统中孵化项目。这一集的一个亮点是 Thanh 谈到了他对 DeFi Superapp 的看法——一个我也花了很多时间思考的问题。最后，我问了一个具有挑战性的问题，即钱包赛道的最终状态是什么。让我们听听 Thanh 怎么说吧！推特: @imlethanh98 / @coin98_wallet / @coin98_labs / @Coin98Analytics 网站： https://coin98.com/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.42 [CN] - ？: 聊聊去中心化存储 / A Chat about Decentralized Storage 1:07:43

4 years之前1:07:43

1:07:43

由于一些原因，这一期匿名录制。嘉宾是去中心化存储领域的专家，也是行业里较早的OG之一。我们的嘉宾谈到了去中心化存储的历史以及该领域的一些重要项目（Filecoin、Arweave、Sia 等）。然后他深入探讨了 Chia，以及 PoC 共识算法流行的原因。我们接着讨论了 Filecoin 作为世界一流的去中心化存储解决方案所面临的挑战，并将其技术/经济设计与 Arweave 的设计进行了比较。这是极具教育意义的一期。我对去中心化存储的认知较浅，因此这次谈话无疑给了我很多新的启发。更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 For the security purpose we kept the guest of this episode anonymous. The guest is an expert in decentralized storage and one of the OGs in China. Our guest talked about the history of decentralized storage and some of the important projects in the field (Filecoin, Arweave, Sia, etc.,). He then took a deep dive on Chia, and the reason why PoC consensus algorithem became popular. We went on to talk about the challenges that Filecoin as a world-class decentralized storage solution faces, and compared its technical / economic design with the design of Arweave. This is a highly educational episode. I am not an expert in decentralized storage so having this conversation certainly inspired me with a lot of new insights. For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.41 [CN] - Xiahong: 一个喜欢构思新事物的投资人 / An Investor with a 0 to 1 Builder Mindset 1:08:47

4 years之前1:08:47

1:08:47

林吓洪是肯定牛资本的联合创始人。之前我们还邀请过肯定牛资本的另一位联合创始人匹马做客伍拾壹说，所以我们在这一集中没有过多谈论肯定牛资本的投资。我们讨论了不少关于吓洪作为一个创业者的思路如何影响他的投资主题的。我们也就18年盛行的“胖协议”主题今天是否仍然适用交换了看法。他回顾了他在过去一个周期中的一些学习和一些失误。我们还谈到了疫情如何影响了我们的生活方式和心态。这是老朋友聊天的一集。希望这次轻松的谈话能给每个人一点独特的感悟。推特 : @xhlin 肯定牛资本网站: https://continue.capital/ 与匹马的播客（Ep. 26）: https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep26-cn-pi-ma 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Xiahong Lin is the co-founder of Continue Capital. Previously we also invited Pima, the other co-founder of Continue Capital, to join the 51% pod, so we didn't ponder too much about Continue Capital's investment in this episode. We chatted quite extensively how Xiahong's mindset as a builder impacted his investment thesis. We also exchanged our view on the "Fat Protocol" thesis about if it still holds true today. He reviewed some of his learning and misses over the past cycle. We also touched upon how the pandemic impacted our lifestyle and mentality. This is an episode of old friends chatting. Hope it could offer everyone some unique takeaway from this easygoing conversation. Twitter : @xhlin Continue Capital's Website : https://continue.capital/ Ep. 26 with Pima: https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep26-cn-pi-ma For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.40 [CN] - Maki 离开Sushi核心社区的告别信 / Maki's Farewell Letter from the Sushi Core 11:39

4 years之前11:39

11:39

0xMaki《进入顾问角色》原文链接： https://forum.sushi.com/t/transition-into-advisor/5533 Link to 0xMaki's Transition into Advisor post: https://forum.sushi.com/t/transition-into-advisor/5533

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.39 [CN] - Bowen: 谈谈DeFi 简史与以太坊MEV现实 / On the Brief History of DeFi & ETH MEV Reality 1:10:21

4 years之前1:10:21

1:10:21

在这一集中，Smrti Labs 联合创始人Bowen和我坐下来聊了两个话题：DeFi 和以太坊 MEV（矿工可提取价值）。我们沿时间线回顾了 DeFi 的发展，并触及了产品市场契合点的讨论。Bowen 还讨论了在他的世界观中哪些是使 DeFi 协议脱颖而出的点。然后我们的话题自然而然地转向了以太坊上的 MEV。我们谈到了两个现有的解决方案，Flashbots 和 Eden Network。推特: @Bowenddex 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode, the co-founder of Smarti Labs, Bowen, sat down with me to talk about two subjects: DeFi and Ethereum MEV (miner extractable value). We reviewed the development of DeFi with its timeline and touched upon the point of product market fit. Bowen also discussed the order of importance for a DeFi protocol to stand out in his world view. The topic then naturally pivoted to the MEV on Ethereum. We touched upon two existing solutions, Flashbots and Eden Network. Twitter : @Bowenddex For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.38 [CN] - Frank Lou: Unipass and its Vision for Web 3.0 Mass Adoption / 知县：Unipass 与它的Web 3.0 大规模应用愿景 1:32:59

4 years之前1:32:59

1:32:59

在这一集中，知县介绍了 Lay2 团队的背景，并解释了他们在 2017 年决定加入区块链行业的原因。他与我们讨论了 Portal Wallet 的产品以及它的发展如何指向 Unipass 产品的构思。知县谈到了他对 Web 3.0 如何达到与移动互联网相同的大规模采用水平的看法，并提到了 Unipass 的一些用例。他还解释了产品的安全假设和私钥存储解决方案。具体地，他解释了为什么电子邮件作为一种持续了 50 年的协议是跨越 Web 2.0 和 3.0 的标准。然后我们讨论了 Web 3.0 中的身份，链上信誉的存在形式，以及像 Y.at 这样的新产品（人们为什么愿意为此付费）。我们还谈到了人们在不同区块链上聚合他们的信誉的潜在可能性。知县还谈到了他以去中心化方式运营团队的经验，这对于想要去中心化运营团队的创业者来说可能非常有意义。推特: @Lay2dev 相关链接： Unipass 简介：https://mp.weixin.qq.com/s/V2RPyYik44HfFQcnGOoRiQ UniPass票务方案： https://mp.weixin.qq.com/s/J7jBOxDoGBZc-Or-uszB5g UniPass - 让区块链和用户没有距离： https://mp.weixin.qq.com/s/S-6uFve2FUeqCsThbTdPuQ Web3 探索 - 畅想新一代互联网图景： https://mp.weixin.qq.com/s/R4xGEk7MJjzZeEmzFMwQrA 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode, Frank introduced Lay2 team's background and explained why they decided to join crypto back in 2017. He discussed with us the product of Portal Wallet and how its development led to the ideation of Unipass. Frank talked about his view about how Web 3.0 could get to the same level of adoption of the mobile internet, and mentioned a few use cases of Unipass. He also explained the security assumption and private key storage solution of the product. Specifically, he explained why email as a protocol that lasted for 50 years is a standard that crossed Web 2.0 and 3.0. We then talked about the identity in Web 3.0, the form of on-chain credentials / identity, and new products like Y.at (why are people paying for it). We also touched upon the potential likelihood of peopel aggregating their credentials across different blockchains. Frank also talked about his experience operating the team team in a decentralized way, which could be immensely meaningful for entrepreneurs that want to decentralize their team. Twitter : @Lay2dev For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.37 [EN] - Harry Zhang: Project Galaxy - From Enabling the Shadowy Super Coders to Empowering the Decentralized On-chain Credential Network / Project Galaxy - 从助力“超级影子码农”到去中心化链上声誉网络 53:43

4 years之前53:43

53:43

At 7am PDT August 24, 2021, Project Galaxy launched its "Shadowy Super Coder" NFT Perks Campaign for over 100,000 eligible blockchain developers along with the sponsorship partners Tenderly, Alchemy, Polygon, Gitcoin, Ankr, Parsiq, Torus, Quicknode, Curvegrid, and OneKey. The perk package for the eligible developers includes a specially-designed Shadowy Coder NFT, and various exclusive perks that are worth more than $300 million USD. I got to know the team at Project Galaxy at the beginning of 2021. Started as a user engagement NFT module platform, over the past few months Project Galaxy launched many campaigns with protocol partners on Ethereum, Binance Smart Chain, and others. In this episode I discussed with Harry about the current use cases of Project Galaxy, and the community's feedbacks on the campaigns. He shared with us about how these user engagement campaigns can be scaled to a permissionless process. We further discussed the "Shadowy Super Coder" campaign, what this campaign meant for Project Galaxy's users (projects), and the next step for more projects to use Galaxy as a targeted marketing module. We compared the decentralized versus centralized approach for data curation, and where Harry believed the future would look like. We also talked about the social apps and what Harry believes to be pivotal for the Web 3.0 social apps. For anyone who's keen with the on-chain credentialing / decentralized data-curation space, you should tune in this episode. Twitter : @ harryzhanghz / @ ProjectGalaxyHQ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 太平洋夏令时间 2021 年 8 月 24 日上午 7 点，Project Galaxy 联合赞助合作伙伴 Tenderly、Alchemy、Polygon、Gitcoin、Ankr、Parsiq、Torus、Quicknode、Curvegrid 和OneKey 发布 “Shadowy Super Coder” 市场活动，为符合条件的开发人员提供链上大礼包，包括专门设计的 Shadowy Coder NFT，以及价值超过 3 亿美元的各种独家特权。我在 2021 年初认识了 Project Galaxy 的团队。Project Galaxy 从做一个用户荣誉体系的 NFT 发布模块平台开始，在过去几个月中，Project Galaxy 与以太坊和币安智能链上的协议合作伙伴发起了许多活动。在这一集中，我与 Harry 讨论了 Project Galaxy 的当前用例，以及社区对各个活动的反馈。他与我们分享了如何将这些用户荣誉体系/激励活动能扩展到无需许可的流程。我们进一步讨论了“Shadowy Super Coder”市场活动，该活动对 Project Galaxy 的用户（项目方）意味着什么，以及下一步如何让更多项目使用 Galaxy 作为有针对性的营销模块。我们比较了去中心化和集中式数据管理方法，以及 Harry 认为未来Web 3的数据管理形态。我们还讨论了社交应用程序，以及 Harry 认为对 Web 3.0 社交应用程序至关重要的内容。对于任何热衷于链上凭证/去中心化数据管理空间的人，你应该听听看这一集。推特: @ harryzhanghz / @ ProjectGalaxyHQ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.36 [CN] - Yuan: 聊聊要制定全球物联网标准的Helium网络 / On the Global IoT Standard-setting Helium Network 1:06:06

4 years之前1:06:06

1:06:06

人们对最近由 a16z 领投的 Helium 融资轮感到非常兴奋。因此今天我采访了Helium中国区负责人Yuan，请他向我们的听众介绍了与Helium相关的所有基本知识。我们回顾了 Helium Inc 的历史，以及 Helium 自 2019 年推出基于区块链网络以来所取得的进展。为了帮助听众更好地了解物联网网络世界，Yuan 对 Starlink 和 Helium 网络进行了比较。我们还讨论了 Helium 在过去 3 年中取得的重要里程碑，以及 Helium 选择开源硬件的原因。 Yuan 还揭开了 Helium 的 lora-WAN 网络在现实世界中的潜在需求的神秘面纱，并列出了一些非常有前景的网络使用领域。 Yuan还谈了本轮融资的潜在用途，以及未来 Helium 的战略计划。最后，我们讨论了 Helium Inc.（公司）和 DeWi 联盟（Helium基金会，DAO）之间的关系——我认为这种关系可以成为 DAO 历史上的一个案例研究。网站: https://Helium.com / https://www.dewi.org/ 推特: @helium / @dewialliance 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 People were quite excited by the recent fundraising round of Helium led by a16z. So today I interviewed Yuan, Head of China of Helium, about all the fundamental stuffs related to Helium for our listeners. We reviewed the history of Helium Inc, and the progress Helium made ever since it launched its blockchain-based network in 2019. To help our listeners better understand the world of IoT networks, Yuan compared and contrast Starlink and Helium network. We also talked about the important milestones that Helium hit over the past 3 years, and why Helium went for opensource hardware. Yuan also demystified the potential demand of Helium's lora-WAN network in the real world, and listed a few highly promising areas of usage of the network. Yuan also debriefed the potential use of proceeds of the funding round, and the upcoming strategic plans for Helium. At the end, we discussed the relationship between the Helium Inc., (company) and the DeWi Alliance (DAO) - a relationship that I think can become a case study in the DAO history. Website : https://Helium.com / https://www.dewi.org/ Twitter : @helium / @dewialliance For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.35 [EN] - Allen Lee: Finding the Long-term Alpha from Beta Finance / 从 Beta Finance 中寻找长期制胜秘诀 43:10

4 years之前43:10

43:10

In this episode, Allen sat down with us to talk about the inspiration of Beta Finance - why he built the protocol, and the users of the protocol. He walked our audience through the user experience of Beta Finance. Allen also pointed out the distinction of Beta Finance from some other short-selling tools and other single-vault lending products. We also spent a bit of time on the value accrual of Beta token as well as the value created for the Alpha Finance ecosystem. Allen specifically talked about his experience going through the Alpha Launchpad program, and shared the tips for other devs to apply for the program. Twitter : @beta_finance / @_allenjl For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集中，Allen 与我们坐下来谈论他创始 Beta Finance 的灵感，以及协议的用户。他向我们的听众介绍了 Beta Finance 的用户体验。另外 Allen 还解释了了 Beta Finance 与市场上其他一些做空工具和其他单一金库借贷产品的区别。我们还花了一些时间研究 Beta 通证的价值捕获以及为 Alpha Finance 生态系统创造的价值。 Allen 特别讲述了他参与 Alpha Launchpad 计划的经历，并分享了给其他开发者申请该计划的建议。推特: @beta_finance / @_allenjl 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.34 [CN] - Maple Leaf Capital / Qiao Wang: 一场放飞自我的治理讨论 / A Happy Governance Chit Chat 50:56

4 years之前50:56

50:56

这一集是三个朋友关于去中心化治理的闲聊。我们谈到了权力分配/代表的程度，效率和民主之间的平衡。我们还讨论了现有实践中治理崩溃的可能性。最后，我们讨论了一些现有产品进入去中心化社交应用程序的潜力。谈话有很多有趣的点，有机会一定要收听！推特: @MapleLeafCap / @QwQiao 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 This episode is a casual chat among three friends about decentralized governance. We talked about the degree of power division / representation, the balance between efficiency and democracy. We also chatted about the possibilities of governance breakdown in the existing practices. At the end, we talked about the potential of a few existing products going into a decentralized social app. The conversation was an absolutely BLAST. A lot of interesting points. You should definitely tune in! Twitter : @MapleLeafCap / @QwQiao For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.33 [CN] - Iris / Anthony: The Graph 与 StreamingFast 的 Web 3.0 愿景 / The Web 3.0 Vision of the Graph and StreamingFast 52:23

4 years之前52:23

52:23

在这一集中，我们首先讨论了 The Graph 和 StreamingFast 的作用——我们回顾了他们自成立以来的组织历史。 Iris 在不同的角色如何在 The Graph 网络中相互协作这一点上展开。Anthony 特别解释了 StreamingFast 如何帮助 The Graph 在 PancakeSwap 上有效规模化。我们还讨论了他们每个人如何认为 The Graph / StreamingFast 可以帮助 Web 3.0 世界的进步。还有一个有趣的亮点是我们关于去中心化世界中的收购以及治理如何运作的对话。网站: https://thegraph.com / https://streamingfast.io/ 推特: @graphprotocol / @streamingfastio 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode we first talked about what the Graph and StreamingFast do - we reviewed their organization history since inception. Iris expanded on how the different players / roles work with each other in the Graph network. Anthony specifically explained how StreamingFast helped the Graph with scaling on PancakeSwap. We also discussed how each of them thought the Graph / StreamingFast could help with the progress of Web 3.0. An interesting highlight here is our conversation about the acquisition in the decentralized world, and how the governance would work. Website : https://thegraph.com / https://streamingfast.io/ Twitter : @graphprotocol / @streamingfastio For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.32 [EN] - Alex Svanevik: A Deep Dive into Nansen's Services and some DAO Discussion / 深入探讨Nansen的数据服务及一些DAO的讨论 1:09:36

4 years之前1:09:36

1:09:36

In this episode, Alex shared with us about Nansen's three major value proposition for the users and its intentional choice of running a SAAS for on-chain data analytics service (instead of with a decentralized network). In light of the recent funding round, we talked about Nansen's business prioritization in the next few months, including the blockchain integration and data tags addition. We also had a nice discussion about the existing building blocks / primitives of DAO infrastructure and how different pieces could tie together to serve the protocol DAOs. Website : nansen.ai Twitter : @ASvanevik For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集中，Alex 与我们分享了 Nansen 为用户提供的三个主要价值以及它有意选择以企业服务（SAAS）的方式提供链上数据分析服务（而不是以去中心化网络的方式）。基于Nansen 近期公布的融资信息，我们也讨论了接下来的几个月Nansen的业务优先级，包括区块链集成和数据标签添加。我们还对 DAO 基础设施的现有构建模块，以及不同的部分如何结合在一起为协议 DAO 提供服务，进行了很有意思的讨论。网站: nansen.ai 推特: @ASvanevik 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.31 [CN] - Nikkor + Yuan : 深挖永续协议 Perp.fi v2 / A Deep Dive in Perpetual Protocol v2 1:00:19

4 years之前1:00:19

1:00:19

我们从回顾 Perp v1 的工作原理以及设计的优缺点开始这一集。接着我们开始讨论 Perp 团队在发布 v2 之前所做的其他一些工作。然后我们讨论了 Perp v2 的细节，包括该协议如何利用现有的 Uniswap v3 设计以及引入更复杂的“做市商（即流动性提供者）”的演变角色。我们也触及了预言机和无准入开设市场的议题。然后进入了PERP通证经济学和去中心化协议治理权的探讨——用更为形而上的讨论完美做结。这一集深入聊到了v2设计的一些核心点，里面的讨论是我非常享受的。希望你也喜欢！推特 : @Perpprotocol 永续协议网站： https://www.perp.fi/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 We started this episode with reviewing how Perp v1 worked, and the pros and cons of the design. We then head into discussing some other effort that the Perp team made before publishing v2. We then talked about the details of Perp v2, including how the protocol leverages the existing Uniswap v3 design and the evolved role of the more sophisticated "makers (i.e. liquidity providers)". We also touched upon the discussion of the oracle and the permissionless market creation. The discussion then went onto the tokenomics and decentralized protocols' governance rights - which perfectly concluded the discussion more metaphysically. This episode really went into the bread and butter of the design and I truly enjoyed the discussion. Hope you do too! Twitter : @Perpprotocol Perpetual Protocol's Website : https://www.perp.fi/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.30 [CN] - Qiao Wang : 漫谈数据服务、DeFi Alliance与元宇宙 / On Crypto Data Services, DeFi Alliance, and Metaverse 53:17

4 years之前53:17